You can print, e-mail, or export member notes. For example, if you select categories and elements that require actions such as sending cards or calling church members who are in the hospital, you can e-mail the note to the assigned caller. The note contains the member or family's contact information, so the assigned caller knows how to get in touch with the member.
How
To print member notes
In the left navigation pane, click Members > Member Notes.
On the List tab, select the member or family whose notes you want to print.
Click on the Summary tab.
The selected member or family's notes display in the window. To navigate the notes, click First, Prev, Next, or Last.
Click Print.
In the Print window, select the appropriate printer and options, then click OK.
To e-mail member notes
In the left navigation pane, click Members > Member Notes.
On the List tab, select the member or family whose notes you want to e-mail.
Click on the Summary tab.
The selected member or family's notes display in the window.
Click E-mail.
To export member notes
In the left navigation pane, click Members > Member Notes.
On the List tab, select the member or family whose notes you want to export.
Click on the Summary tab.
The selected member or family's notes display in the window.
Click Export.
In the Save As window, select the location where you want to save the notes.
Enter a File name for the notes.
In the Save as type drop-down list, select the type of export you want to create. The available types are HTML, PDF,
Rich Text file, Excel spreadsheet, Plain Text file, Lotus spreadsheet, and Quattro file.
Task